FINOVA

Website www.finova.tech
Phone 01275 400 660
Email [email protected]

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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[email protected]

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Mortgage Practice Management

OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications

Smarter Communications

INSIGHTS:

Ian McKenna’s end-of-week thoughts…

Is it time for an open debate on what advisers want from Platforms?  I believe strongly it is, if you are an adviser, what are your views? Are we yet at the stage of another week, another platform, perhaps not quite, but the platform market has never seemed more...

Revolutionising Wealth Management: Key Lessons and Predictions from Top AI Experts

This year’s Wealthstack conference included a series of sessions on Artificial Intelligence and key lessons on how it will impact our industry. Rather than provide a summary of complete debates I will focus most of my coverage as bullet point summaries of the key...

Unlocking Prosperity: How the UK Advice Market Is Defying Challenges to Pave a Profitable Future

In an era marked by economic uncertainties and escalating regulatory pressures, Daniel Needham, President for Wealth at Morningstar gave a keynote address at the Morningstar UK Investment Conference (MIC UK 2024) offering a refreshing and optimistic outlook on the...

Charity, Foundation & Estate Planning – PhilanthPro

Charity, Foundation & Estate Planning - PhilanthPro Website www.philanthpro.com   Phone US - 1-866- 436-9000 Email [email protected]  KEY FUNCTIONALITYIntroduction Have your clients achieved “financial security” but also may have a strong desire to give back? ...

QUOTATION PORTALS SUPPLIER/SOFTWARE: iPipeline SolutionBuilder

IPIPELINE SOLUTIONBUILDER Website uk.ipipeline.com Phone 0345 408 4022 Email [email protected] HIGH-LEVEL FUNCTIONALITY Comparison of costs for individual product types Own Functionality Comparison of costs for multi-benefit (menu) plans Own Functionality...

REGTECH SUPPLIER/SOFTWARE: BATsoftware

BATSOFTWARE Website batsoftware.co.uk Phone 01242 80 70 10 Email N/A KEY FUNCTIONALITYIntroduction Financial advisors, Mortgage and Protection advisors wear many hats. They juggle client needs, regulatory compliance, and business growth. BAT software aims to simplify...

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Tolerisk®

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS - TOLERISK® Website www.tolerisk.com Phone 856-306-8873 Email [email protected] HIGH-LEVEL FUNCTIONALITY Attitude to Risk (Risk tolerance) Offer Functionality Feedback on inconsistent answers Offer Functionality...

Electronic Signature & Document Processing Supplier/Software: iPipeline Alphatrust

IPIPELINE ALPHATRUST Website uk.ipipeline.com Phone 0345 408 4022 Email [email protected] KEY FUNCTIONALITYIntroduction ipipeline AlphaTrust is a digital process and e-signature platform designed to streamline business workflows and processes. AlphaTrust allows...

Artificial Intelligence – AI Tools & Services – Aveni Assist

AI Tools & Services - Aveni Assist Website aveni.ai Phone 0333 016 5242 Email [email protected]  KEY FUNCTIONALITYIntroduction Aveni is a UK-based fintech company founded by former Standard Life Investment colleagues and leading AI scientists from the University...

REGTECH SUPPLIER/SOFTWARE: Click2Check

REGTECH SYSTEMS - CLICK2CHECK Website www.click2check.com Phone 01932 548888 Email [email protected] KEY FUNCTIONALITYIntroduction Click2Check is a software solution designed specifically for mortgage advisers in the UK market. It focuses on streamlining the...